GTLL Fund: Dine Brands Revises Q1 EPS, Global Payments Beats, Apollo AUM Tops $1T
GTLL•GTLL’s portfolio saw Dine Brands reissue its Q1 2026 report with revised adjusted EPS and net income figures and Global Payments post a Q1 EPS beat driven by Worldpay. Apollo Global’s AUM topped $1 trillion despite a Q1 earnings miss, and Venture Global secured Buy upgrade targeting $9 billion EBITDA in 2026.
1. Dine Brands Correction
Dine Brands reissued its Q1 2026 results to correct its non-GAAP reconciliation schedules, revising the adjusted net income and adjusted EPS figures originally reported without providing updated numeric values in this notice.
2. Global Payments Q1 Performance
Global Payments delivered a first-quarter EPS beat driven by increased transaction volumes from its Worldpay integration and growth in the Genius platform, which offset higher operating expenses and elevated debt servicing costs.
3. Portfolio Holdings Updates
Apollo Global missed Q1 earnings even as its assets under management surpassed $1 trillion; Venture Global received a Buy rating with a $19 price target and projects $9 billion EBITDA in 2026 and $14 billion in 2027; Upside Gold’s CEO will attend the Commodities Global Expo May 20–22 to engage U.S. investors.
